Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Cambridge Investment Research Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02M Sell
90,429
-35,510
-28% -$795K ﹤0.01% 1680
2026
Q1 		$2.83M Buy
125,939
+15,171
+14% +$341K 0.01% 1323
2025
Q4 		$2.49M Buy
110,768
+6,150
+6% +$138K 0.01% 1353
2025
Q3 		$2.36M Sell
104,618
-394
-0.4% -$8.84K 0.01% 1382
2025
Q2 		$2.36M Buy
105,012
+5,097
+5% +$114K 0.01% 1309
2025
Q1 		$2.24M Buy
99,915
+15,795
+19% +$352K 0.01% 1271
2024
Q4 		$1.87M Buy
84,120
+5,213
+7% +$116K 0.01% 1406
2024
Q3 		$1.79M Buy
78,907
+6,164
+8% +$138K 0.01% 1435
2024
Q2 		$1.61M Buy
72,743
+2,948
+4% +$64.8K 0.01% 1441
2024
Q1 		$1.55M Buy
69,795
+4,222
+6% +$93.8K 0.01% 1426
2023
Q4 		$1.47M Buy
65,573
+5,329
+9% +$117K 0.01% 1401
2023
Q3 		$1.32M Sell
60,244
-44,755
-43% -$985K 0.01% 1400
2023
Q2 		$2.33M Buy
104,999
+11,405
+12% +$257K 0.01% 1080
2023
Q1 		$2.12M Buy
93,594
+64,711
+224% +$1.45M 0.01% 1092
2022
Q4 		$643K Buy
+28,883
New +$643K ﹤0.01% 1833

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors's IBTH Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 28% in Q2 2026, selling an estimated $795K and leaving 90,429 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Cambridge Investment Research Advisors first reported a position in IBTH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.83M in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Cambridge Investment Research Advisors held 90,429 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.02M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 35,510 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $795K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1680 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $2.83M in Q1 2026.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.